Is It Time to Be Max Bullish?
June 17, 2024 at 08:00 AM EDT
By Dan Suzuki, CFA, Deputy CIO Investors must separate allocation from selection The distinction between equity allocation (what percentage of the portfolio should be held in stocks) and equity selection (which types of stocks to hold) is a critical component to portfolio construction. Currently, we are broadly bullish in our outlook for most sectors and [...] The post Is It Time to Be Max Bullish? appeared first on ETF Trends .
